Family Offices 101

Featuring Carolyn J. Cole and Kelly Willis Green, host of Serious Coin Podcast.

“Carolyn and I do a deep dive into Family Offices: What are they? Who’s using them and why? How do you know if you need one?”

– Kelly Willis Green, host of Serious Coin Podcast.

Behind the Mic: My Personal Finance Story

Kelly Willis Green, host of Serious Coin Podcast, is behind the mic as she is interviewed by Carolyn J. Cole.

“I am interviewed by my friend and family office expert, Carolyn Cole. We dig deep into what I learned about money from my parents, from working in the field of private wealth management and, more recently, from marrying someone with greater means than myself. We reflect on whether money changes a person, the curious challenge of accepting wealth without being seduced by it, and why I’m always watching out for signs of rising “comfort inflation” in my own life. Most importantly, we discuss why I started this podcast and why I believe these conversations are so important.”

– Kelly Willis Green, host of Serious Coin Podcast.